The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 | 6,886 | 5,770 | SH | SOLE | 0 | 5,770 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 7,812 | 3,900 | SH | SOLE | 0 | 3,900 | 0 | 0 | |
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 2,604 | 63,000 | SH | SOLE | 0 | 63,000 | 0 | 0 | |
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 436 | 3,000 | SH | SOLE | 0 | 3,000 | 0 | 0 | |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 4,821 | 32,000 | SH | SOLE | 0 | 32,000 | 0 | 0 | |
| BLOOM ENERGY CORP | COM CL A | 093712107 | 4,955 | 145,398 | SH | SOLE | 0 | 145,398 | 0 | 0 | |
| BRISTOL MYERS SQUIBB CO | COM | 110122108 | 931 | 15,000 | SH | SOLE | 0 | 15,000 | 0 | 0 | |
| CLOROX CO DEL | COM | 189054109 | 3,008 | 20,000 | SH | SOLE | 0 | 20,000 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 6,900 | 32,000 | SH | SOLE | 0 | 32,000 | 0 | 0 | |
| COOPER COS INC | COM NEW | 216648402 | 5,016 | 18,100 | SH | SOLE | 0 | 18,100 | 0 | 0 | |
| ELECTRONIC ARTS INC | COM | 285512109 | 4,217 | 35,000 | SH | SOLE | 0 | 35,000 | 0 | 0 | |
| FISERV INC | COM | 337738108 | 3,295 | 40,000 | SH | SOLE | 0 | 40,000 | 0 | 0 | |
| INTEL CORP | COM | 458140100 | 6,621 | 140,000 | SH | SOLE | 0 | 140,000 | 0 | 0 | |
| JETBLUE AIRWAYS CORP | COM | 477143101 | 968 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 4,902 | 90,000 | SH | SOLE | 0 | 90,000 | 0 | 0 | |
| MCCORMICK & CO INC | COM NON VTG | 579780206 | 6,588 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
| NATIONAL VISION HLDGS INC | COM | 63845R107 | 5,452 | 120,783 | SH | SOLE | 0 | 120,783 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 3,741 | 10,000 | SH | SOLE | 0 | 10,000 | 0 | 0 | |
| NEXTERA ENERGY INC | COM | 65339F101 | 3,017 | 18,000 | SH | SOLE | 0 | 18,000 | 0 | 0 | |
| NVIDIA CORP | COM | 67066G104 | 4,356 | 15,500 | SH | SOLE | 0 | 15,500 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 5,270 | 60,000 | SH | SOLE | 0 | 60,000 | 0 | 0 | |
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 369 | 2,300 | SH | SOLE | 0 | 2,300 | 0 | 0 | |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 1,948 | 6,700 | SH | SOLE | 0 | 6,700 | 0 | 0 | |
| SPLUNK INC | COM | 848637104 | 7,255 | 60,000 | SH | SOLE | 0 | 60,000 | 0 | 0 | |
| SYSCO CORP | COM | 871829107 | 2,198 | 30,000 | SH | SOLE | 0 | 30,000 | 0 | 0 | |
| TESLA INC | COM | 88160R101 | 7,281 | 27,500 | SH | SOLE | 0 | 27,500 | 0 | 0 | |
| AMBARELLA INC | SHS | G037AX101 | 1,779 | 46,000 | SH | SOLE | 0 | 46,000 | 0 | 0 | |